• Did you know the average baby boomer spends over $250,000 of their retirement assets on Medicare costs (and that’s without a catastrophic illness)?
• Making this mistake can reduce your social security benefits by 38%!
Learn how to avoid it.
• Are you protected against the next stock market crash
(it’s got nothing to do with the election)?
• Will You Get The Maximum Social Security Benefits You Are Entitled To?
• Learn all this and more by registering for one of our free educational workshops below!

REGISTER FOR UPCOMING SEMINARS

Interested in learning about Social Security planning and what it takes to supplement retirement successfully? Register to attend our free educational seminar that contains critical information to help you navigate your financial life and plan for the future.

TAXES IN RETIREMENT WORKSHOP

Presented by David Bezar & Bret Elam

January 9th, 2018 7:00-8:30 PM
Ludington Library
5 S. Bryn Mawr Ave | Bryn Mawr, PA 19010

OR

January 11th, 2018 7:00-8:30 PM
Southhampton Library
1983 Bridgetown Pike | Feasterville-Trevose, PA 19053

OR

January 16th, 2018 7:00-8:30 PM
Wissahickon Library
650 W. Skippack Pike | Blue Bell, PA 19422

OR

January 25th OR January 31st, 2018 7:00-8:30 PM
Upper Dublin Township Building
801 Loch Alsh Ave | Fort Washington, PA 19034

SOCIAL SECURITY MAXIMIZATION

Presented by Jay Lusby & Jordan Cohen

January 18th OR January 23rd, 2018 7:00-8:30 PM
Horsham Library
435 Babylon Rd | Horsham, PA 19044

 
 
 
 
 
 
 
 
 

or call us at 800.516.5861

SOCIAL SECURITY MAXIMIZATION

The more you know, the better decisions you can make.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although many Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

Bret Elam, President

President and Chief Revenue Officer for Thrive Financial Services, Bret has set the strategic direction of the company since its founding in 2011. He brings more than 15 years of experience and expertise in the Financial Service Industry. At Thrive Financial he drives sales, customer success services and business development organizations– focused on growth across all market sizes, segments and key geographies.

David Bezar, Managing Director

With over 25 years in the Financial Service Industry, and a sterling reputation for building large and successful sales forces, David operates as Managing Director and Chief Visionary Officer for Thrive Financial Services. David brings an entrepreneurial skill set, providing vision, operational and logistically support to enhance Thrives core values. He serves as a coach to the management team and provides leadership development, coaching and mentoring for the Advisors of the Thrive Team.

President, Bret Elam and Managing Director, David Bezar are featured in Suburban Life Magazine

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